Sunday, September 13, 2026

Unpolished Thoughts on Stocks #1

Genius Sports aims to turn official sports data into AI-driven, real-time advertising, with media and ads already about 40% of revenue.

GENI $1.6B

Sylence Capital Sep 13 2 clicks

Sep 13 SVM $2.5B

Oak Bloke Bonkers Conkers 13th September 2026

The Oak Bloke 3 clicks

Sep 11 LULU $11B

Lululemon: The 15-Minute Thesis

Hated Moats 2 clicks

From X

@marginofdanger Aug 11 1 click

marginofdanger on X

$BWEL has been the most aggressive in years on its share buybacks since the last reported financials (6/30/25). While not as significant as I would like, the increased pace of buyback is probably a good sign for FY26 results. https://t.co/tQmmswZS0P

@irbezek Aug 11 1 click

Ian Bezek on X

Bancolombia $CIB tags $100 today. Congrats to the Colombia bulls, market is heating up now. https://t.co/IQTMPVvWXf

@majgeoinvesting Aug 11

Maj Soueidan on X

$BWEN .. eh...Sales and backlog momo are strong, but still losses. Only watching to see if Co. can reverse a long history of losses, now that it has sold off its volatile wind power assets to $IESC to focus on its power generation equipment & supply chain segments. Interestingly, supply chain segment EBITDA margins were 19%, even though consolidated EBTIDA margins were 6.4%. Stock might actually rip on this KPI. Not quite sure. Do your own homework. Source: @InfoArbMonitor

@TheBenSchmark Aug 11

JabroniCoin.USD on X

UBS initiates $CENX conservatively: $60 at 4x EV/EBITDA > Oklahoma & shareholder return catalysts > best leverage to US MWP > Oklahoma and datacenter not priced in > 4x below normalized mid cycle https://t.co/MiKQD9rlFV

@stockgutter Aug 11

SG on X

@DeItaone from the low base rate, this would significantly expand $DJT revenue

@leevalueroach Aug 11

Lee Roach on X

Here is my update on $EVC after Q2 earnings. Just sent out to all subs. Happy to hear any thoughts. https://t.co/TmdiUzv4my

@stockgutter Aug 11

SG on X

Not in $OGI at the moment but this was a good report. Congrats to those who held. cc @danreaven https://t.co/Nvtr15omhI

@stockgutter Aug 11

SG on X

$RILY gapping up this morning on favorable earnings report from $BW. BRC Holdings owns 27.6m shares of Babcock and Wilcox. https://t.co/SN5tDEz3T5

Why “Affordable Luxury” Doesn't Compound

Lululemon’s growth stalled as affordable-luxury apparel brands face fading post-Covid demand, cheap social-media influence and China…

LULU $11BNKE $54B

MBI Deep Dives Sep 11 2 clicks

The Five Deals That Made Apollo

Apollo Global Management’s five defining deals, from Executive Life to Intel, built a $1 trillion asset manager spanning insurance and…

APO $73B

Net Interest Sep 11 1 click

TSOH Weekly Roundup (09/11/2026)

TSOH weekly roundup covers Meta’s child-safety settlement, Markel’s leadership transition, Peloton’s gym strategy and an upcoming Alarm.com…

MKL $22BPTON $2.1B

TSOH Investment Research Sep 11 2 clicks

Independence Realty Buying Centerspace: Opportunity And Implications

Independence Realty Trust is buying Centerspace in stock to create an $8.1 billion apartment REIT, targeting 5% 2027 Core FFO per-share…

IRT $3.8BCSR $925M

Dane Bowler Sep 11

NET Power (NPWR):

NET Power’s $1.80 shares are paired with January $2 covered calls for 40 cents as the company pivots from carbon capture to Permian…

NPWR $160M

Triple S Special Situations Investing Sep 11 2 clicks

Tsakos Energy Navigation: Watch Those Oil Prices

Tsakos Energy Navigation benefits from higher oil prices and stronger tanker sentiment, but faces long-term demand destruction and…

TEN $1.4B

Long Player Sep 11

Joby Aviation (NYSE: JOBY) Stock Rating: Accumulate - Initiating Coverage

Joby Aviation is initiated at Accumulate after booking $116m of trailing revenue, forming a Toyota manufacturing venture and agreeing to…

JOBY $6.4B

Cestrian Capital Research. Sep 11

Sofwave Medical: Lifting Skin While the Beauty Sector Sags

Sofwave Medical grew Q2 revenue 43% as recurring usage fees reached 46% of sales for its non-invasive ultrasound skin-tightening devices.

SOFWF $359M

Substack von Philipp Sep 11 1 click

Zack Buckley on $PRTH's take private

Priority Technology’s chairman offered $6.00 to $6.15 a share to take PRTH private, while Zack Buckley argues Treasury Solutions and…

PRTH $643M

Yet Another Value Podcast Sep 10 3 clicks

Imperial Petroleum: Buy On Strong Prospects And Substantial Share Repurchases

Imperial Petroleum's record Q2 cash generation, major share repurchases and a $32 million Suezmax sale gain set up another record quarter.

IMPP $240M

Henrik Alex Sep 10 3 clicks

HNRG · long

Hallador Energy CO

Hallador Energy, a coal producer, is pitched as a long based on five value components and potential 2026 catalysts.

HNRG $685M

Value Investors Club Jun 15 3 clicks

Amplitude Q2 26 - Examining The Moat - Rating, Hold.

Amplitude reported Q2 revenue of $100.9 million, up 21%, as agentic AI and LLM vendors challenge the moat of its product analytics software.

AMPL $1.7B

Cestrian Capital Research. Sep 10

Single Stock Spotlight #14: Kosmos Energy (KOS)

Kosmos Energy (KOS) is pitched as an oil stock poised to outperform if oil stays above $70-$80, supported by a claimed 2 billion-barrel…

KOS $1.6B

Hidden Rock Capital's Newsletter Sep 10 2 clicks

BridgeBio Pharma: Attruby Peak Sales Set To Rise

BridgeBio Pharma raised Attruby peak-sales guidance as kidney-benefit data, fewer hospital days and competitor setbacks strengthen its…

BBIO $13B

Atticus Analysis Sep 10

TransDigm is still in it for the money

TransDigm’s sole-source aerospace parts generate roughly 70% aftermarket margins, with 90% of revenue tied to owned IP and 80% from…

TDG $61B

scuttleblurb Sep 10 1 click

Gaming And Leisure Properties: Guilty By Association With VICI

Gaming and Leisure Properties raised AFFO guidance and dividends after Q2, trading at 10.2 times forward AFFO with an 80% payout ratio and…

GLPI $12BVICI $26B

Dividend Collection Agency Sep 10

Quick Value #330 - Deckers Outdoor (DECK)

Deckers Outdoor has fallen about 60% from its late-2024 peak and trades at 11x earnings as HOKA growth slows.

DECK $11B

Value Don't Lie Sep 9 5 clicks

[scuttleslops] UNP-NSC merger, HEI, NVDA, AVGO, DG, DLTR

Union Pacific’s $85 billion Norfolk Southern merger pitch centers on a coast-to-coast rail network that cuts interchange delays and wins…

NSC $71B

scuttleblurb Sep 9 3 clicks

ContextLogic Acquires gChem (LOGC): Update and Valuation

ContextLogic will acquire specialty-solvent maker gChem for $850 million, funded by a $650 million rights offering and $250 million of…

LOGC $682M

Hidden Gems Investing Sep 8 5 clicks

Kodiak AI: The Stock Collapsed Just As The Business Started Working

Kodiak AI’s stock collapse coincides with a planned year-end long-haul driverless launch, while cash burn, customer concentration and…

KDK $596M

High Alpha Professor Sep 8 1 click

Sunday, September 13, 2026

marginofdanger on X

Ian Bezek on X

Maj Soueidan on X

JabroniCoin.USD on X

SG on X

Lee Roach on X

SG on X

SG on X

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